Exporting Match Results

You can export external match results to a CSV file to analyze the match results.

While exporting, you can choose to export matched records, records that did not match, or both. The match results are downloaded in the CSV file format.
  1. On the home page, click Job status.
  2. Click COMPLETED to view all completed jobs.

    When you mouse over a completed job, you can view details about the job or export the match results.

  3. Click EXPORT RESULTS.
    The Export match results dialog appears. This dialog shows only those match rules that you selected during mapping to match records. As a result, you can export match results only for the match rules selected for matching.

    Example1: The following image shows that two match rules are selected for mapping:

    Example 2: The following image shows that four match rules are selected for mapping:

    The same rules appear in the Export match results dialog as shown below:

    In addition, if there are no non-matches as shown above in the export dialog, the Non-matches checkbox is disabled. When you mouse over, a tooltip appears as shown below:

    If there are no matches, the Matches checkbox is disabled and when you mouse over a tooltip appears as shown below:

  4. Under Matches, all rules are selected by default. If you do not want to export match results for one or more rules, you can deselect such rules as shown below:
  5. Click EXPORT.

    The match results are downloaded in the ZIP file format.

    Note: If all match rules are selected for export, then only one CSV file is downloaded that contains all the matches for all the rules. However, if you select a subset of rules for export, then for each match rule, a corresponding folder is created when you UNZIP the file. The CSV file under each folder contains matches only for that specific rule. If there are no matches for a match rule, then no folder is created for that match rule.
    If you click VIEW DETAILS instead of EXPORT RESULTS in step 3, the job details page appears:

    You can export from this page also by clicking the EXPORT button on the top right.

  6. Open the ZIP file that contains the match results.
    The ZIP file may contain two types of CSV files. One CSV file for records that matched and the other CSV file for records that did not match, or both. The content of the CSV file for matched records provides information about records from the input file that matched with the records in the tenant. The following image shows the CSV file for matched records where a column was identified as a record identifier:

    The following image shows the CSV file for matched records where the default record identifier column was used:

  7. For relevance-based match jobs, the match result file has details, specific to relevance-based match rules listed as follows.
    The below image shows a sample view of a relevance-based match result file where a column was used as a record identifier:

    The content of some of the columns is explained as follows:
    • key - This is a concatenated value of the record identifier value and the entity ID in Reltio. If there is no record identifier value, then only the entity ID from Reltio is displayed.
    • source - This column can take two values, File and Reltio. File indicates the record in the input file that matched with records in the tenant. Reltio is the matched record in the Reltio tenant.
    • ext_id - This column shows the values from the column that is identified as the record identifier during mapping.
    • reltio_id - This is the entity ID of the matched record in the tenant. This same ID is shown for the record from the input file.
    • crosswalk_type - This indicates the crosswalk (source) of the matched record in the tenant. For example, it can be Reltio, Facebook, or any other source of the matched record.
    • crosswalk_value - This is the value that uniquely identifies the matched record in the tenant.
    • Match Method - The value of Match Method indicates if the records were matched using the customer-defined match rules or matchIQ matching engine.
    • Number of matched entities - Number of matched entities found for any given record from the file.
    • Relevance Score - This is applicable for the relevance-based type of match rule and MatchIQ match method. When you export the result as a CSV file the relevance score is displayed as one of the columns when the external match job is run using a relevance-based match rule or Match IQ.
    • Match Action Label - The column displays the match action label of the match action from the relevance-based match rule or Match IQ.